Campbell Newman Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $66.9M | Sell |
176,981
-19,138
| -10% | -$7.67M | 4.96% | 3 |
|
|
2026
Q1 | $60.7M | Sell |
196,119
-35,918
| -15% | -$11.8M | 4.92% | 3 |
|
|
2025
Q4 | $80.3M | Sell |
232,037
-1,132
| -0.5% | -$405K | 5.88% | 3 |
|
|
2025
Q3 | $76.9M | Sell |
233,169
-18,770
| -7% | -$5.76M | 5.62% | 3 |
|
|
2025
Q2 | $69.4M | Sell |
251,939
-21,248
| -8% | -$4.61M | 5.53% | 2 |
|
|
2025
Q1 | $45.7M | Sell |
273,187
-51,021
| -16% | -$10.8M | 3.88% | 3 |
|
|
2024
Q4 | $75.2M | Sell |
324,208
-47,496
| -13% | -$8.78M | 6.06% | 3 |
|
|
2024
Q3 | $64.1M | Sell |
371,704
-2,176
| -0.6% | -$349K | 4.82% | 3 |
|
|
2024
Q2 | $60M | Sell |
373,880
-63,810
| -15% | -$8.94M | 4.8% | 3 |
|
|
2024
Q1 | $58M | Sell |
437,690
-69,110
| -14% | -$8.56M | 4.7% | 3 |
|
|
2023
Q4 | $56.6M | Sell |
506,800
-20,510
| -4% | -$1.94M | 4.88% | 3 |
|
|
2023
Q3 | $43.8M | Buy |
527,310
+160
| +0% | +$13.9K | 4.14% | 3 |
|
|
2023
Q2 | $45.7M | Sell |
527,150
-174,910
| -25% | -$12.5M | 4.09% | 4 |
|
|
2023
Q1 | $45M | Sell |
702,060
-49,650
| -7% | -$2.99M | 4.38% | 3 |
|
|
2022
Q4 | $42M | Buy |
751,710
+4,900
| +0.7% | +$246K | 4.18% | 3 |
|
|
2022
Q3 | $33.2M | Sell |
746,810
-4,400
| -0.6% | -$225K | 3.73% | 5 |
|
|
2022
Q2 | $36.5M | Buy |
751,210
+52,030
| +7% | +$2.92M | 3.86% | 4 |
|
|
2022
Q1 | $44M | Sell |
699,180
-46,490
| -6% | -$2.76M | 4.24% | 3 |
|
|
2021
Q4 | $49.6M | Buy |
745,670
+77,190
| +12% | +$4.34M | 4.42% | 3 |
|
|
2021
Q3 | $32.4M | Buy |
668,480
+2,420
| +0.4% | +$118K | 3.31% | 7 |
|
|
2021
Q2 | $31.8M | Sell |
666,060
-2,970
| -0.4% | -$138K | 3.11% | 9 |
|
|
2021
Q1 | $31M | Buy |
669,030
+11,340
| +2% | +$524K | 3.26% | 8 |
|
|
2020
Q4 | $28.8M | Buy |
657,690
+35,870
| +6% | +$1.4M | 3.27% | 6 |
|
|
2020
Q3 | $22.7M | Buy |
621,820
+299,490
| +93% | +$10M | 2.91% | 10 |
|
|
2020
Q2 | $10.2M | Buy |
322,330
+288,130
| +842% | +$8.06M | 1.4% | 32 |
|
|
2020
Q1 | $811K | Buy |
34,200
+1,200
| +4% | +$33.8K | 0.14% | 66 |
|
|
2019
Q4 | $1.04M | Sell |
33,000
-320
| -1% | -$9.72K | 0.14% | 67 |
|
|
2019
Q3 | $920K | Sell |
33,320
-200
| -0.6% | -$5.69K | 0.13% | 69 |
|
|
2019
Q2 | $965K | Sell |
33,520
-210
| -0.6% | -$6.12K | 0.14% | 66 |
|
|
2019
Q1 | $1.01M | Buy |
33,730
+1,070
| +3% | +$29K | 0.16% | 65 |
|
|
2018
Q4 | $830K | Buy |
32,660
+470
| +1% | +$11.1K | 0.14% | 68 |
|
|
2018
Q3 | $794K | Buy |
32,190
+1,630
| +5% | +$36.6K | 0.11% | 73 |
|
|
2018
Q2 | $742K | Sell |
30,560
-1,560
| -5% | -$38.2K | 0.11% | 75 |
|
|
2018
Q1 | $757K | Buy |
32,120
+190
| +0.6% | +$4.78K | 0.13% | 73 |
|
|
2017
Q4 | $820K | Sell |
31,930
-270
| -0.8% | -$7.02K | 0.14% | 70 |
|
|
2017
Q3 | $781K | Buy |
32,200
+790
| +3% | +$19.5K | 0.14% | 70 |
|
|
2017
Q2 | $732K | Buy |
31,410
+14,660
| +88% | +$340K | 0.13% | 71 |
|
|
2017
Q1 | $367K | Buy |
+16,750
| New | +$345K | 0.07% | 88 |
|
Other funds holding AVGO
Campbell Newman Asset Management's AVGO Position: Q2 2026 in Review
Campbell Newman Asset Management reduced its Broadcom (AVGO) stake by 9.8% in Q2 2026, selling an estimated $7.67M and leaving 176,981 shares worth $66.9M. The position accounts for 4.96% of the portfolio, ranked #3.
Campbell Newman Asset Management first reported a position in AVGO in Q1 2017 and has held it in 38 quarters since. The position peaked at $80.3M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Campbell Newman Asset Management held 176,981 shares of Broadcom worth $66.9M as of Q2 2026.
- Campbell Newman Asset Management sold 19,138 Broadcom shares in Q2 2026, an estimated $7.67M.
- Broadcom made up 4.96% of Campbell Newman Asset Management's portfolio in Q2 2026, its #3 holding.
- Campbell Newman Asset Management first reported a position in Broadcom in Q1 2017 and has held it in 38 quarters since.
- Campbell Newman Asset Management's Broadcom position peaked at $80.3M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.